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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2008
- Office Locations
- 1
Office Locations
About Kindzia Investments
Kindzia Investments is an independent RIA in Johns Creek, GA providing financial planning and discretionary portfolio management, including tax, estate, and insurance planning. The firm emphasizes building reliable passive-income strategies, primarily via public funds and ETFs, and may use solutions like real estate/DSTs and annuities for qualified clients. Custody through Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $631.3K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on January 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAUL DAVID KINDZIA
Investment Advisor, President
- CRD
- #4392063
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,250,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,250,881 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kindzia Investments has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.